SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.1B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,277
New
Increased
Reduced
Closed

Top Buys

1
+$8.4M
2
+$5.51M
3
+$4.46M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.75M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.6M

Top Sells

1
+$2.86M
2
+$1.14M
3
+$1.07M
4
BABA icon
Alibaba
BABA
+$1.03M
5
PM icon
Philip Morris
PM
+$910K

Sector Composition

1 Technology 16.79%
2 Healthcare 10.36%
3 Financials 9.75%
4 Consumer Discretionary 7.56%
5 Communication Services 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.33M 0.16%
16,534
-937
127
$3.28M 0.16%
22,059
-1,445
128
$3.25M 0.15%
29,546
-330
129
$3.18M 0.15%
15,386
+814
130
$3.15M 0.15%
8,769
+291
131
$3.13M 0.15%
14,670
+450
132
$3.12M 0.15%
48,440
-734
133
$3.03M 0.14%
12,536
-1,250
134
$3.01M 0.14%
33,944
+687
135
$2.98M 0.14%
49,376
+459
136
$2.93M 0.14%
46,373
+2,899
137
$2.93M 0.14%
12,745
+337
138
$2.92M 0.14%
8,286
-3,231
139
$2.9M 0.14%
66,284
-770
140
$2.88M 0.14%
33,105
+46
141
$2.87M 0.14%
12,887
+819
142
$2.87M 0.14%
20,348
-103
143
$2.86M 0.14%
14,224
-348
144
$2.77M 0.13%
10,727
145
$2.74M 0.13%
31,950
-952
146
$2.7M 0.13%
20,878
+732
147
$2.67M 0.13%
107,150
+5,481
148
$2.67M 0.13%
60,080
-1,001
149
$2.62M 0.12%
14,300
-15
150
$2.59M 0.12%
30,371
+287
4 5
6
7 8